-63.0%
FISV vs WAT
+34.9%
-97.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -7.2% | -2.9% | -4.3% | -6.9% |
| 30D | -7.2% | -3.2% | -4.0% | -6.9% |
| 3M | -8.2% | +10.6% | -18.8% | -9.1% |
| 6M | -17.7% | +34.0% | -51.7% | -19.8% |
| YTD | -27.2% | +5.7% | -32.9% | -26.5% |
| 1Y | -63.0% | +37.1% | -100.0% | -64.0% |
| All | -63.0% | +34.9% | -97.8% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling